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by Bronze Super Contributor
‎02-18-2015 07:04 AM - edited ‎02-18-2015 07:05 AM

We developed an add-on Smart Notes which has this functionality.


Here is the help topic:



You can create conditional notes or simple create a manually note. Each time the record is accessed these notes pop forward. The user needs to slide the note to the side to read the contact information.


Hope this helps

-- Jim Durkin


by Gold Contributor
on ‎03-04-2015 02:48 AM

I like Smart Notes.


Another option is to add a Memo field ("Trivia", below) to the contact record and set the font to large + red.


You can then add the notes you want and they will be instantly visible to anyone opening that contact (or Company) record.



on ‎03-04-2015 02:58 AM

Thanks guys. I've started testing Smart Notes and it does exactly what I want. Simple but powerful.